+6.1%
HSY vs TAP
-9.9%
+16.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | -0.1% | +0.2% |
| 7D | +3.8% | -4.5% | +8.3% | +5.5% |
| 30D | +6.9% | +7.5% | -0.6% | +4.4% |
| 3M | -4.1% | -4.9% | +0.8% | -2.6% |
| 6M | -5.0% | -3.5% | -1.5% | -4.4% |
| YTD | -2.3% | -11.4% | +9.1% | +0.4% |
| 1Y | +6.1% | -10.8% | +16.9% | +9.1% |
| All | +6.1% | -9.9% | +16.0% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TAP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling